저자: 미상 · 외국인
요약 보기
한 줄 결론: 피터 린치의 'One Up On Wall Street'를 바탕으로 일반인도 생활 속 관찰과 상식으로 좋은 기업을 찾을 수 있다는 내용의 도서 요약 영상이다. 영상은 인도 주식시장에 5,000여 개 기업이 상장되어 있다는 점을 언급하며 시작한다. 전문 펀드매니저는 타인의 수익을 내야 해서 규칙에 얽매이지만, 개인 투자자는 자유롭게 판단할 수 있어 더 나은 수익을 낼 수 있다고 주장한다. 기업 유형 분류: 린치의 여섯 가지 분류(저성장주, 우량 대형주, 고성장 소형주, 경기순환주, 턴어라운드주, 자산주)를 설명한다. 각 유형별로 매도·매수 타이밍을 달리 봐야 한다고 강조한다. 특히 경기순환주는 호황 정점에서 사면 손실이 크다고 경고한다. 종목 발굴 방법: 집 주변 쇼핑몰, 생활용품, 직장 등에서 자주 쓰는 제품과 기업을 관찰하라고 권한다. 예로 비누·손 소독제 브랜드(힌두스탄 유니레버)를 든다. 보험설계사가 보험 수요 증가를 먼저 감지할 수 있다는 사례도 든다. 좋은 기업의 조건(10가지): 지루한 이름, 지루하지만 유용한 사업, 불쾌하거나 남들이 꺼리는 사업, 사업 분할(스핀오프), 기관투자자 미보유, 성장 산업이 아닌 곳, 반복 소비되는 제품, 기술 가격 경쟁에서 이득을 보는 기업, 내부자 지분 보유, 자사주 매입 기업 등을 든다. 피해야 할 주식: 과열된 핫 스톡(금방 올랐다 금방 식음), 'next IBM' 같은 비교 수식어가 붙은 기업, 무리한 다각화·인수합병 기업, 찌라시성 추천 종목, 한 고객에 매출 50% 이상 의존하는 기업, 화려한 이름의 기업을 경계하라고 한다. 투자 전 결정사항: 투자 목적, 투자 기간(단기 자금은 주식 투자 부적합), 주가 변동에 따른 불안 감내 여부, 사업 이해와 리서치의 중요성을 강조한다. 마지막으로 투자 성패는 기업이 아니라 투자자 본인의 준비와 지식에 달려 있다고 결론짓는다. 본 영상은 특정 종목에 대한 매수·매도 추천이 없으며, 대상 자산에 대한 가격 방향 예측 발언도 없다.
다듬은 글
So friends, there are more than 5000 companies listed in the Indian stock market, so when it comes to buying shares, the biggest question that comes to our mind is which company's shares to buy. We need to find good companies where we can invest our money and earn good returns. You must have often heard that investing in the stock market requires a lot of research and financial knowledge, but you will be surprised to know that you can sign the best companies just by using your common sense.
If you also want to know the method of finding this topic, then definitely watch this video from beginning to end. Today we are going to talk about Peter Lynch and John Wright. That One Upon Wall Street, which teaches us how a common man can generate better returns than a professional fund manager. Hello friends, welcome once again to the Drops Corner YouTube channel.
If you are not here on this channel before moving ahead, then do not forget to subscribe to the channel. So friends, let's start today's video. Let's say that even a common man can generate better returns with a little With research, a professional fund manager can generate returns equal to or even better than those of a fund manager.
Because a fund manager has to generate returns for others, he doesn't have the freedom to take every decision. It is necessary for him to follow some rules. But a common man has complete freedom to take his own decisions because he doesn't have to answer to anyone else but to generate returns for himself.
Friends, we have divided this video into 5 parts. The first part is "Categories of Companies." The second part is "Weeks and Finals." The third part is "How to Find the Best Company." The fourth part is "Stops Provided." And the fifth part is "Basics of Lessons." Decisions which are more interesting.
Now let's talk first about the chart. Part One: Categories of Companies. Before investing in the stock market, you need to understand the stock market. There are more than 5000 companies registered here for different types of businesses. Therefore, it is important for you to know how these companies work.
Because in the stock market, Harish is sometimes involved with rewards. Therefore, you should know which category of company is right for you. It's good for investment. Here you'll find six main types of cutting-edge companies. The first is Ten Loggers. These are very large and compact companies. You can't expect rapid growth from these companies; they move at a slow pace.
It's not always like this. At one time, these were also considered fast-growing companies, but gradually their size increased, and their growth slowed. It's also true that any faster- growing industry, over time, becomes slow-growing. The second type is the Best All Words. These are companies whose growth isn't very fast, but it's faster than slow-grower companies.
You should know when to buy these companies and when to sell them. If you pay close attention, you can make good profits in these companies. Ten Loggers says that when buying shares of these companies, I aim for a 3 to 50% profit, after which I sell them and buy shares of another company whose price is currently much lower.
So, they say that you should always have some stocks and shares in your portfolio. Because during recessions, when the market declines, these provide protection to our portfolio. The third category is the Fast Worlds, and some say this is their favorite category. These are small, aggressive, and relatively small companies.
Their growth rate is 20 to 25 percent annually. If you act wisely here, you can get returns of not just ten times the size of a million, but two times the size of a million. These are very small companies. When the market is down, their shares fall sharply. But it is also true that as long as these companies perform well, they become big winners in the market.
You should look for companies with good balance sheets and high profits. The fourth category is the Ten Technicals. These are companies whose profits fluctuate or decrease regularly. They maintain growth for a period and then endure a period of decline. This cycle continues continuously, including companies like airlines and others.
Tire companies and steel companies often show strong resistance after a recession, leading to a surge in their shares. If you want to invest in them, you'll need to find a good company during this recession, when it's at a very low level. If you buy them at the peak of their growth, you'll have to make a significant investment, because a downturn is bound to follow after a growth cycle.
Companies with a 5-minute turnaround are often in very poor shape, on the verge of bankruptcy. These aren't slow-growth companies, but rather, they show no growth. The inverse is that they're not going bankrupt. Among these companies, there are also some good companies that regain their growth after a while.
Sometimes, some companies grow rapidly due to temporary problems, but as soon as the problems are resolved, they regain their momentum. The sixth category is "place." These are companies that have valuable assets, such as cash, real estate, etc. Sometimes, some companies have land in such locations.
The company whose name will multiply in the coming time has the rights to oil and gas, it has the rights to minerals, it has the rights to wood. You can find these acids in the sector. Such companies make their shareholders rich in the future. Now let's move on to the second part of this video, which is to find the good shares.
Now the question arises, how can a common man find good shares? It is said that the best place to find good shares is around your house, like shopping malls, jobs, etc. If you pay attention, maximum 10% of the stocks are from your vicinity, but you have never paid attention to them. How many such products are there which you have been using for the last many years and you also request this product to other people, but have you ever tried to know which company makes them?
For example, we have been using Live Boy soap for the last many years. We all have used Like and Karuna's hand sanitizer ourselves, but how many of us know that Live Boy is a famous company, Hindustan Unilever? It's a brand of... and Tak says that if you look around you, you can spot these companies long before the market experts.
In some cases, an insurance agent would be well aware that insurance rates are rising. People are buying more insurance now. This means that the insurance industry is about to boom. He could have invested in an insurance company if he wanted, but he thinks the cement sector will see growth, so he invests in that as well.
Tak says that people who make, sell, and clean things, there are numerous opportunities to choose shares in that entire retail and wholesale business. So let's move on to the third part of this video. Part 3: How to Find the Best Company. Now the question arises: how do you find the best company? For this, you should keep these 10 things in mind.
Number 180: Dull and Even Better: Radical Company: A Perfectly Simple Businessman Involved. The name of this business should be boring. The more boring the name, the better. Then again, Automatic Data Processing is a fancy name, but That too is a boring name. Because of the boring name, investors don't pay attention to such stocks, which not only gives you the opportunity to catch them at an early stage.
Second is " It's Something" and it's said that when I find a company with a boring name and doing boring work, I become very happy. Unless some exciting news comes about such a company, most people don't look at it, which gives you a very low price for its shares. As soon as other market professionals notice this stock, it gets a boost, allowing you to sell your shares at a profit.
Number three is "It's Something" and " Disagreeable." If you find a company with a boring name and boring work that does something that not everyone likes, then it will be very good for you. It is said that unlike Saif, it goes to gas stations and gives them machines that are greasy, dirty, and tow.
This increases the hassle of auto mechanics at the gas station for this service. They happily take the services of this company. Most people will not invest in it because of its work. Therefore, you can find such companies and make good profits from there. Number four is next9. Sometimes, when a company's business becomes too diversified and large, it splits each of its businesses into separate companies.
This is called next9. Due to this spin-off, these independent companies are able to focus more on their business and growth. The new management remains completely focused and focuses on the growth of this business. Number five is The Institutions Don't Want and Study for Government Hospitals. Nice says that if you find a stock in which institutional investors have no ownership or very little, then you have hit the jackpot.
If you find a good stock where no one has yet visited or no one has paid much attention to it after visiting, that is number six. This unique growth-with-investment industry. Many people prefer to invest in industries that have high opposition and a lot of noise, but Peter Lynch says that I So, people who sell plastic cutlery prefer to invest in the black industry.
High-growth industries vary in every era. Carpets were high-growth industries in 1950, electronics in 1962, and computers in 1992. They were zero-growth industries. Especially if you do something boring, there's no competition problem because people won't enter this industry at all. Number seven: People who keep buying middle-class people say, "I would prefer to invest in a company that makes medicines, soft drinks, razor blades, or cigarettes than a toilet company.
Suppose Startech makes a wonderful product. Every child wants to buy it, but every child will buy it only once. After a few months, the product will disappear because children will now want products made by another company." Number eight: Prince, a user of technology, says that computer companies engage in price wars among themselves, so we should focus on companies that offer the same price, WhatsApp benefits, or automatic data processing companies that use this technology.
When computers are cheaper, the company can perform its operations more cheaply, which increases its profits. Number 90 Insiders and Viruses: A good tip for a stock's success is that the company's employees and officers are investing in it. Insiders are also investing in its company. Buying shares in the company indicates that the company will face significant opposition in the future.
When management owns a large number of shares, their property is to provide benefits to shareholders. However, when management only takes a salary, their primary purpose becomes increasing their own salaries. Number 90 Companies in the Shares: When a company buys back its shareholders, it is like a gift to its investors.
When a company has complete confidence in itself and its business, it invests in itself. When a company buys back shares, the number of shares is reduced, which reduces the number of outstanding balances. The result is that the company's EPS, or running share percentage, increases. Friends, now that we've discussed which stock you should buy, let's talk about it.
We are going to discuss which stocks you should avoid. Let's move on to the fourth lesson of this video, which is Talks to Avoid. Friends, as much as you focus on which stocks you should buy, you should also focus on which stocks you should stay away from. There are six points worth noting here, the first of which is Hot Stocks from the Hotel Industry.
Friends, Hot Stocks can go up very fast by breaking all the questions on their value, but they do not have much strength except hope and festivity. Therefore, as quickly as they go up, they come down just as fast. If you do not sell them in time, then you can also incur huge losses in them. For example, mobile homes, digital watches and health maintenance organizations were hot industries at one time.
People were very enthusiastic about them, but as fast as they went up, they came down just as fast. For example, at one time, companies manufacturing CDs in proper discus CD-players were among the hot stocks, but today they are completely out of the market. So, the next thing is when you realize that you should not buy this company.
You should invest in it because this company could become the next Reliance or the next Hindustan Lever. This company could become the next HDFC Bank. So, you should avoid such stocks because they will not only harm the company that is trying to become the next IM, but also the one that is being compared to it.
Till now, it was said that when people said that this company could become the next IM, it meant that bad days were coming for IBM. And that is what happened today. Maximum companies are not copying IBM, which means that better times are coming for IM. Number three: Layer three: Diversification, Share buyback.
Instead of increasing dominance, companies, in order to diversify, acquire businesses that are very expensive and which do not solve their problems. This leads to huge losses instead of profits. To overcome these losses, companies then acquire another company, which pushes them towards losses once again.
You need to avoid such companies. Number four: Stocks on wheeler service. Many people are told as a tip that you should buy this company and it will give huge profits. So, you are just being misled by someone. You should also avoid investing in such a ball. These are distant drums and are called whisper stocks.
Phone number five: Withdrawal from the Middleman. You should also avoid companies that sell 50% of their goods to a single customer. There is a lot of risk in such a company because if the business of the buying company decreases, the selling company also suffers a huge loss because it sells its goods to a single customer at most.
Number six is Ardaas. Talk with Ash Setting Name. Just as a boring name keeps early investors away, an exciting name attracts investors and gives them a false sense of security. For example, if a company's name has the letters Advanced Landing Micro, then people are attracted to it. Friends, let's go to the pipe of this video.
Five Basic Decisions Before Investing. Friends, before investing in the stock market, you will have to make some basic decisions like whether you should invest in stocks or if So, what are you hoping to gain from them? Secondly, you need to decide whether you're a long-term investor or a short-term investor.
Because the stock market is volatile, so if you're going to need the money you're investing in the stock market in the coming year, year, or five years, then you should stay away from the stock market. Market declines in the short term can make you anxious. If you think stocks are too safe and too risky, then your distrust of the stock market could get you into trouble.
As soon as the market fluctuates, you'll sell your shares at a loss. Investing in stocks means investing in a business. Personal preparation, knowledge, and research are the difference between a successful and unsuccessful investor. In the stock market, investors' fortunes aren't decided by companies; rather, investors themselves do their own investing.
Friends, in this video, we learned how we can use our knowledge to invest in the stock market and generate good returns. What do you like best about this book? Tell us by commenting in the comment box. If you liked the video then like, share and do not forget to subscribe to this channel for such videos. Thank you friends.
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